If there is one topic that clients dislike talking about more than death and taxes, it is the possibility of a protracted illness or infirmity. The mere suggestion that they or their spouse may at ...

Navigating the financial landscape requires a blend of foresight, expertise, and a commitment to protecting clients from the inherent risks of market fluctuations. Emily Rassam, a partner and senior ...

Providing care to parents, spouses, other family members, or friends as they age can be anticipated and planned for in many respects, but unexpected challenges also arise in caregiving. CPA financial ...

As life expectancies increase, more and more Americans will need long-term health care services as they age. According to the Department of Health and Human Services (HHS), 70% of adults over age 65 ...

In my opinion, it would be difficult to find a business leader who doesn’t at least give lip service to focus on the customer. In reality, their operational frameworks might be bursting with systems ...

Lisa Howe says her wealth management firm, Nest Capital, puts a lot of emphasis on the firm’s culture because in that field, it really matters. “We're big believers that the way that the people on our ...

Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...